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 Expert  728119

Expert in Investment, Portfolio Management, Structured Products, Securities and Stocks

Available for your Consulting and Expert Witness Needs

United Kingdom
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

Expert managed investments on behalf ot pension funds, charities, insurance companies and high net worth individuals for thirty-five years. He was first invited to provide expert evidence, since when he has acted as an expert witness in more than four hundred cases spread over five separate jurisdictions. Since his retirement from direct investment management he has acted as a director of two large mutual funds and a life office and, also, as a trustee for several charities.

Expert is a qualified actuary who has specialised in investment. He has been a member of numerous committees and working parties established by the actuarial, investment and pensions management professions. Two of the research working parties that he has chaired on behalf of the actuarial profession for several years involved bond rating and portfolio performance. Other working parties were concerned with stochastic modelling as well as regulation, education and compulsory professional development.

While he has authored or co-authored only a dozen or so papers these have included the control, modelling, management and performance measurement of portfolios. He has also published a number of articles on various investment topics. He has lectured on different aspects of investment in Europe, the USA, Australia, New Zealand and Japan.

Apart from his work as an unpaid trustee for various charities, his current professional activity is largely confined to acting as an expert witness in investment for, mainly, civil actions or disciplinary tribunals where negligence or fraud has been alleged. Less frequently, but recently, he has been employed in assessing the risks and recommending risk reduction structures for several investment houses.


insider trading


international investment




investment management


mutual fund


pension fund




portfolio management


return on investment


securities finance



Show Secondary and Basic Areas of Expertise

Year   Degree   Subject   Institution   Honors
1955   MA   Mathematics   Cambridge University   Honours
1961   FIA   Actuarial    
1952   BA      

Work History:
Years   Employer   Title   Responsibilities

1971 to 1998


Fraser Expert Limited


Managing Director (Consultant after 1993)


Boutique investment house established by expert which, at its peak managed, about $1 billion. Control of the company was sold to Nikko Securities who retained him as Managing Director and placed him on their global investment management committee.

1968 to 1971


Airways Joint Pension Sheme (now British Airways)


Investment Manager


As the investment manager expert was responsible for the overall investiment of funds in excess of $1 billion.

1964 to 1968


International Computers and Tabulators


Pensions Manager


He was responsible for the administration and investment of the company's various pension and provident funds as well as overseeing the company's sick pay scheme.

1961 to 1964


General Electric Company


Pensions Secretary


He was responsible for the administration of the GEC Pension Scheme - a fund with more than 30,000 members.

1960 to 1961


Duncan C Fraser.


Actuarial Assistant


Expert was responsible for the opening the London office on behalf of a Liverpool-based firm of consulting actuaries. As such he was involved in providing actuarial advice for pension funds, friendly societies and insurance companies.

1953 to 1959


Prudential Assurance Company


Third class clerk (temporary)


At various times expert was involved in calculating premium rates and surrender values as well as administering pension schemes. During this time he served on the committee tasked with determiningthe the uses that could best be made from the first computers that the firm was about to order.

Career Accomplishments:

Fellow, Institute of Actuaries. Associate, Institute of Investment Management and Research. Associate, Pensions Management Institute. Member, Academy of Experts.


Licensed Dealer in Securities

Publications and Patents Summary

He has authored or co-authored nine research papers and has published more than twenty articles and numerous letters on various aspects of investment.

Selected Publications and Publishers  
 - The Actuary  
 - Journal of the Institute of Actuaries  
 - The Actuary  

Consulting Services:
Selected Consulting Examples:
  • Expert was consulted by a Luxembourg-based insurance company specialising in the sale of life investment-based life assurance products to high net worth individuals to assess their risk management procedures. In particular as these procedures were related to the selection, monitoring and management of independent hedge fund managers and their products.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Expert Witness Experience Summary:
Expert was first employed as an expert witness, since when he has acted in more than 400 cases. Whilst the majority of these have been civil cases, he has also acted in criminal cases, disciplinary tribunals and Official Inquiries in the UK as well as in other jurisdictions including Hong Kong, Guernsey, Jersey, Ireland and South Africa. While most civil actions have settled out of court, he has experience of being cross-examined the witness box. He has, however, more experience of taking part in mediations.
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Language Skills:
Foreign Language   Description
French   Expert went to a French school until the age of eight. He still speaks French with various friends and members of his family who do not speak good English. Between 1975 and 1988 he assisted in several mergers and acquisitions between French and British insurers.

Additional Skills and Services:

While at the Airways Pension Fund, he was responsible for the training of a number of investment analysts, most of whom went on to hold down senior positions in investment houses and stockbroking firms.


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